Robert Vollmer @ First Allied Securities, Inc.

CONNECT

Address:

900 Tom Mix Trail
Prescott, AZ 86301

Phone:

949-455-1978

Our Firm

At First Allied Securities, financial management is an entirely personal matter. We treat our clients as unique individuals, providing the professional guidance they need to focus on goals and formulating an effective plan for achieving them.

We take our ethics seriously and give top priority to confidentiality, trust, integrity and taking the steps necessary to helping clients achieve their goals. Our expertise encompasses a broad spectrum of services geared towards individuals and business owners.

We are not the typical brokerage firm. We don’t recommend the latest hot stock or make any use of high pressure sales tactics. We treat our clients courteously, professionally and at your convenience. We also specialize in helping our clients minimize tax impacts, avoiding some of the many financial mistakes that most investors make and help create wealth building strategies. In other cases, it may be more appropriate to preserve the estate and simply maximize income. We will meet with you to determine the best approach together.

About First Allied Securities, Inc.
First Allied Securities, Inc., serves as the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. First Allied is a member of Cetera Financial Group, retail investment advice platform. As of December 31, 2013, First Allied had approximately $27 billion in assets under administration and 795 affiliated financial advisors. First Allied Securities is part of First Allied Holdings.

 

 

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Check the background of this financial professional on FINRA's BrokerCheck